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Disclosery

PMG Wealth Management, Inc.: WTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PMG Wealth Management, Inc. on WTV, newest first. How the timeline and the estimate are built.

PMG Wealth Management, Inc. held 43,832 WTV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,832 shares
    Change vs previous 13F +3,670 shares

    2.76% of the 13F portfolio, value $4,458,622.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,162 shares
    Change vs previous 13F +1,606 shares

    2.74% of the 13F portfolio, value $3,804,505.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,556 shares
    Change vs previous 13F +2,440 shares

    2.64% of the 13F portfolio, value $3,597,257.

    13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,116 shares
    Change vs previous 13F +1,073 shares

    2.5% of the 13F portfolio, value $3,277,574.

    13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,043 shares
    Change vs previous 13F +3,827 shares

    2.5% of the 13F portfolio, value $3,027,722.

    13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,216 shares
    Change vs previous 13F -36 shares

    2.72% of the 13F portfolio, value $2,565,019.

    13F-HR 0001214659-25-005623 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,252 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $2,612,042.

    13F-HR 0001214659-25-001715 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).